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Matt Rampe

Matt Rampe

Partner at Rosenberg Associates, a change management and strategic planning consultant for CPA firms across North America.

Jul 28, 2026

20:35
Mm-hmm
20:35
... optimal.
20:37
I think even more important than the technical change there is like what does work look like on the other side of AI adoption and that vision? And again, that goes to the hearts and minds of the people who are doing the work.
20:49
So are you gonna fire me? Are you [laughs] gonna make me an advisor? What if I know in my heart that I won't be a good advisor or I don't wanna be an advisor? Some people love tax return prep.
21:02
If you take that away from them, I don't know, right? There's a question mark.
21:06
And so I think thinking through that a little more specifically, how many advisors do you need in a firm? [laughs] You know, I mean, kind of extrapolating out all these pieces and being able to articulate a clear vision, again, that's compelling to the firm at all levels.
21:23
I think the other one on that one is removing barriers, and so that's an important change management skill.

7 MINS LATER

28:19
Yeah.

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